Filed November 11, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAPTRUST Service code 27 · EIN 26-0058143 | Advisory (Plan) | $72,115 |
AON CONSULTING1 year Filed as: AON Service code 27 · EIN 36-3109431 | Advisory (Plan) | $39,181 |
ZELENKOFSKE AXELROD LLC6+ years Service code 10 · EIN 23-3022325 | Accounting | $24,175 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $3,179 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,102 | $105,581+59.2% | $70,492+138.5% | $90,274+86.2% |
| Participation rate | 99.2% | 77.5%+21.6pp | 75.1%+24.1pp | 73.4%+25.8pp |
| Annual return | 11.89% | 14.78%-2.9pp | 109.16%-97.3pp | 53.97%-42.1pp |
| Employer contribution / active EE | $3,965 | $3,304+20.0% | $2,738+44.8% | $2,523+57.1% |
| Participant deferral / active EE | $6,453 | $3,813+69.3% | $3,711+73.9% | $4,231+52.5% |
| Admin fee / account holder | $191 | $68+182.3% | $3,848-95.0% | $114+67.2% |